See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,190 | $217,402-31.8% | $185,823-20.3% | $167,490-11.5% |
| Participation rate | 90.0% | 86.0%+4.0pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | -0.87% | 148.36%-149.2pp | 122.05%-122.9pp | 478.56%-479.4pp |
| Employer contribution / active EE | $5,237 | $5,873-10.8% | $5,167+1.4% | $4,837+8.3% |
| Participant deferral / active EE | $8,854 | $6,356+39.3% | $5,568+59.0% | $6,341+39.6% |
| Admin fee / account holder | $984 | $19,811-95.0% | $16,237-93.9% | $12,309-92.0% |